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Find The Best Financial Advisors in Sugar Land, Texas

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Sugar Land is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Sugar Land & pick the one as per your needs

How To Find The Best Financial Advisors in Sugar Land, Texas
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Sugar Land, Texas, FinancialAdvisor.net is a useful resource. We've compiled a list of the 7 vetted financial advisors and 5 non-vetted financial advisors in Sugar Land, Texas, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Sugar Land, Texas have an average of 27 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Sugar Land, Texas

Edelman Financial Engines, LLC

877-208-7414

Address

Wealth Consulting Group

281-491-2800

Address

13310 University Blvd,
Suite 240,
Sugar Land, TX 77479 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

777 North Eldridge Parkway,
Suite 420,
Houston, TX 77079 See Details

Doug Gibson

SMART Group Houston

832-731-7619

Address

4801 Woodway Dr,
Suite 305W,
Houston, TX 77056 See Details

Jeff Rhame

Rhame & Gorrell Wealth Management

832-789-1100

Address

1330 lake robbins dr,
suite 360,
The Woodlands, TX 77380 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

207 East Shore Drive,
Suite 230,
The Woodlands, TX 77380 See Details

Top Financial Advisor Firms in Sugar Land, Texas (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
KINGS PATH PARTNERS LLC 206 Brooks Street, Sugar Land, TX, 77478-4212	269876	$1,270,242,682	506	A percentage of AUM, Hourly charges, Fixed fees
WJ INTERESTS, LLC 2333 Town Center Drive, Suite 100 Sugar Land, TX, 77478-4175	114381	$483,829,000	810	A percentage of AUM, Hourly charges, Fixed fees
CHUNG WU INVESTMENT GROUP, LLC 1415 Lake Pointe Parkway, Sugar Land, TX, 77478	170362	$127,196,111	202	A percentage of AUM
RWM CAPITAL, LLC 1650 Highway 6, Suite 250 Sugar Land, TX, 77478	310635	$107,933,862	1585	A percentage of AUM, Hourly charges, Fixed fees
ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C. Town Center, 2245 Texas Drive, Suite 300 Sugar Land, TX, 77479	127140	$91,740,044	10	A percentage of AUM, Performance Based

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Find The Best Financial Advisors in Sugar Land, Texas

How To Find The Best Financial Advisors in Sugar Land, TexasLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Sugar Land, Texas

Edelman Financial Engines, LLC

Address

Wealth Consulting Group

Address

Edelman Financial Engines, LLC

Address

Doug Gibson

SMART Group Houston

Address

Jeff Rhame

Rhame & Gorrell Wealth Management

Address

Edelman Financial Engines, LLC

Address

Top Financial Advisor Firms in Sugar Land, Texas (Ranked by AUM)

Select other cities around Sugar Land, Texas to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Sugar Land, Texas
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy